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September is here, which means open enrollment season is here again. This is your chance to review your benefits, increase your coverage or cut back on areas that may not be serving you. If you’ve muddled through your benefits in the past, then this is a new opportunity to understand your benefits and customize them to your needs.
If not much has changed over the past year, it might be fine to Continue Reading

It may still be summer, but open enrollment is just around the corner! Chances are you haven't read all the details of your employee benefits. It's important to understand what benefits you might be able to take advantage of.
This year, take the time to review your options and feel confident when open enrollment rolls around. This is especially critical if you've had major changes within your Continue Reading

If you consider life insurance an investment, you're not alone. Permanent life insurance is often sold as an investment wrapped up in an insurance policy, but don't be too hasty to sign off on the dotted line on a certain product. There may be better options for you, and far better investments. Here's what you need to know before shopping for life insurance:
If you're a more visual learner, Continue Reading

Whether you're a recent graduate or a seasoned professional, a single person living in the big city or a family living in the suburbs, you could most likely use the advice of a financial planner. A big misconception is that financial planners only manage the big bucks of the country's wealthiest people, but that couldn't be farther from the truth. The trick is to find the best financial planner Continue Reading

Do you feel like you’re always reading articles about what you shouldn’t spend money on? Well, this is not that kind of article! If you’re a professional, here are six things that might be worth your hard-earned cash.
Several good suits and a good pair of shoes
If you ever need to go on a job interview, or your profession often puts you in front of clients, you’ll need a few nice suits or Continue Reading

Do you understand your options on employee benefits such as disability insurance or life insurance? If your employer offers multiple retirement plan options, do you wonder if you are signed up for the best retirement plan for you? If you're like most people the answer is probably "I have no idea".
I am honored to be featured on Money.com this month to talk about how a financial planner can help Continue Reading

Becoming wealthy doesn’t mean you have to invent a billion dollar idea, become CEO of a company, or strike it rich. Even a meager salary can lead to long-term financial security if you make smart decisions along the way. However, you can just as easily derail your financial success if you make poor decisions and mistakes.
Characteristics and Habits That Lead to Trouble
Over the past few Continue Reading

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

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